Peter Patten

Program Manager

As the Program Manager for one of the Tax Preparation teams at JDA TSG, Peter is responsible for exceeding our clients’ expectations by developing and maintaining a team of seasonal tax preparers. In that role, he provides direction for the team members to meet predefined goals. He is also responsible for managing the team, tracking performance data, and finding opportunities for operational improvements.

Peter’s background includes work with business technologies. He’s skilled at organizing data and learning how to make the most of the technology to meet his objectives. Peter can easily break large projects down and focus on the smaller tasks at hand to avoid becoming overwhelmed. In that way, he can trust the process rather than slowing progress by worrying about the final outcome.

The tax code is ever changing, and Peter knows that his customers depend on him to stay up to date. Whether a customer is concerned about a life changing event or just posing a what-if scenario, Peter enjoys developing the best possible solution.

Peter enjoys the work/life balance he’s established that provides him with a simple yet extremely satisfying life. In his spare time, he enjoys surfing, fishing, travel, volunteerism, and nature conservation.